- System Basics – Login, Menus, Data Lists, and Report Screens.
- Accounting Intro – Modules, Transaction Screens, Cash Basis vs. Accrual, and Basic Accounting Reports.
- Chart of Accounts – Account Types, Chart of Accounts Structure, and Transaction Flow.
- Transactions – Working With Transactions, Journals, Direct Allocations, Memorize and Recur, Add Generic Data, and Bank Reconciliations.
- Transaction Analysis – Trial Balance, General Ledger, Aging, Open-Item, AP/AR Ledger, and Forced Balancing.
- Check Writing and 1099’s – Print A/P Checks, G/L Checks, and 1099’s.
- Client Billing – Create Client Billing Invoices, Reverse Invoices, and Print Statements.
- Purchase Orders – Create and Print Purchase Orders. Work with Encumbrances.
- Budgets – Set up and Process Budgets, Budget Names and Budget Reports.
- Filters and Groupings – Filters, Sequences, Row Groups.
- Financial Statements – Revenue & Expense, Balance Sheet, and FASB Reports. About Periods and Close the Books.
- Custom Reporting (Part 1) – Create Custom Reports and Report Groups.
- Custom Reporting (Part 2) – Trial Balance, General Ledger, Aging, Transaction Journals, Financial Statements.
- Dashboards – Design pivots, gauges, pie charts, and other data analysis graphs.
- Form Designer – Customize PO’s, C/B invoices/statements/adjustments, and cash-basis transaction vouchers.
- Donor Basics – Login, Users, Menus, QAT, Lists, TDI, Report Screens, and Major Components of a Donor.
- Gifts – Create Gifts, Campaign, Appeal, Sub-Appeal, Accounting Integration, and Other Gift Features.
- Pledges – Create Pledges, Pledge Payments, Accounting Integration, and Pledge Adjustments.
- Views – Design Views, Operators, and Examples.
- Donor Reports – Customize Donor Reports, Donor Relationships, LYBUNT, SYBUNT, Giving History, and Giving Comparison.
- Giving Reports – Customize Gift Reports, Customize Pledge Reports, and Unfulfilled Pledges.
- Mail Merge – Create Mail Merge, General Mailings, Letters, Finalizing, and Other Merges.
- Emails, Envelopes, & Labels – Mail Merge Emails, Envelopes, and Labels.
- System Basics – Login, Users, Menus, QAT, Lists, TDI, and Report Screens.
- Setup – Receivers, Payers, Services Codes, Billing Groups, and Other Supporting Databases.
- Claim Creation – Adding Manual Claims, Auto-Create Claims, Memorizing Claims, Leaves/Authorizations, and Global Holidays.
- Processing Claims – How to Create Billing Files, Accounting Integration, and HIPAA File Management.
- Processing Remittances – Importing 997s, Processing 835s, Resetting a Claim to Submitted, Adding Voids/Adjustments, Claim History Tab, Insurance Tab, and Other Info Tab.
- Reports – Claim Reports, Client Reports, and HIPAA Related Accounting Reports.
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